This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRUEFOCUS FINANCIAL PARTNERS

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

First registration

Oct 15, 2012

Dual registered

no

Other names

JON M ULLMAN

IAPD individual key

5907611

• Occurred

  May 8, 2023
  Advisor changed firm

  Jonathan M Ullman left Montis Financial, Llc for Truefocus Financial Partners (registered 2023-09-25)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:13ecf8f3-8c09-91d4-c505-82a24f93e5df

First observed

Oct 15, 2012

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.